Replies to post #1223 on Avalon Technology Grp (fka AVLN)

[chisox pat]

If you're talking year plus long, I like NAV right now. Sitting on about a 6.5 PE on 11.5 bil in sales for the year. They bounce alot between 30 and forty and are low thirties right now.

I like IVII to bounce back off of the 10 mark to maybe 13 or 14. If you look at their three year chart they've bounced off this level 5 times already for good gains.

On a two year play I like ARIA for their leading oncology product. That is also a fun one to play for the swings.

Mostly I've been playing momo and bounce plays recently because I need to generate enough returns to pull some out here and there to supplement my income (wife only works part time right now, private school for my kid, etc.). Because of that I keep a couple of long plays with maybe 65% in those for stability, and the rest I play with on the pennies.